DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

W•••••• I•••• W••••••

C••••••• P•••••••• A••••••• L••bank affiliatedWellington, Fl IA-onlyIAPD 1529221

Feed of 09/14/2026

Also filed as Bill W••••••

At current firm

0 y

since Jul 9, 2026

In the industry

31 y

since Feb 21, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Co-Head & Managing Directorreportedcynosureportfolioadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••••• P•••••••• A••••••• L•• bank affiliated current
since Jul 9, 2026 · Salt Lake City, Ut
C••••••• G••••• L•• other
Apr 4, 2023 to Aug 22, 2025 · Wellington, Fl
S•• W••••• independent RIA
Jun 26, 2019 to Apr 5, 2023 · Palm Beach Gardens, Fl
C••••• S••••• S••••••••• •••• L•• former
Jan 22, 2007 to Jul 21, 2014 · Chicago, Il
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Feb 19, 2002 to Jan 9, 2007 · San Francisco, Ca

Moves

a registration end followed by a registration begin elsewhere

C••••••• G••••• L•• to C••••••• P•••••••• A••••••• L••
left Aug 22, 2025, registered Jul 9, 2026 (321 days) · Other
S•• W••••• to C••••••• G••••• L••
left Apr 5, 2023, registered Apr 4, 2023 (-1 days) · Other
C••••• S••••• S••••••••• •••• L•• to S•• W•••••
left Jul 21, 2014, registered Jun 26, 2019 (1801 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C••••• S••••• S••••••••• •••• L••
left Jan 9, 2007, registered Jan 22, 2007 (13 days) · Other

Signals

W•••••• I•••• W•••••• left C••••••• G••••• L•• for C••••••• P•••••••• A••••••• L•• (registered 2026-07-09)
Aug 22, 2025 · Advisor changed firm · fact
W•••••• I•••• W•••••• left S•• W••••• for C••••••• G••••• L•• (registered 2023-04-04)
Apr 5, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Bank affiliated wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address